IHT Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,744
| Closed | -$233K | – | 928 |
|
|
2022
Q3 | $233K | Sell |
2,744
-172
| -6% | -$14.6K | 0.02% | 719 |
|
|
2022
Q2 | $278K | Buy |
2,916
+3
| +0.1% | +$286 | 0.02% | 551 |
|
|
2022
Q1 | $325K | Buy |
2,913
+3
| +0.1% | +$335 | 0.02% | 540 |
|
|
2021
Q4 | $350K | Buy |
+2,910
| New | +$350K | 0.03% | 552 |
|